See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,048 | $176,056-71.6% | $159,436-68.6% | $167,490-70.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.58% | 331.75%-327.2pp | 263.57%-259.0pp | 478.56%-474.0pp |
| Employer contribution / active EE | $327 | $5,297-93.8% | $4,829-93.2% | $4,837-93.2% |
| Participant deferral / active EE | $9,733 | $7,750+25.6% | $7,352+32.4% | $6,341+53.5% |
| Admin fee / account holder | $37 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |